Jake Anderson is a CFP® with 10 years of industry experience, currently affiliated with OSAIC. He has worked at Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) since 2015 and has prior experience with Financial Dimensions Group, Inc. In addition to his advisory role, he is a licensed insurance agent selling life, long-term care, and disability insurance to individuals and businesses. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and automated rebalancing, and supports a variety of investment vehicles and third-party managed-account solutions.

Christopher Casey is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Mutual/United Of Omaha for 18 years. In addition to his advisory role, he operates Casey Financial Services, LLC and serves as a health insurance referral partner through Clarity Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using firm-supported asset allocation tools and multiple third-party managed account platforms.

Jeremy Eshelman is a CFP® professional with 20 years of industry experience, currently affiliated with Ameriprise in Eden Prairie, MN. He has been with Ameriprise and its affiliated entities since 2009. In addition to his advisory role, he serves as a trustee, assisting with financial decisions in fiduciary capacities. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, delivered through a centralized consulting team in collaboration with financial advisors.

Briana Ardolf is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of finance, she has been involved with Brewery Running Series and has experience connected to the University of Minnesota. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paul Dickman is a financial advisor with Cetera based in St. Paul, MN, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at Valic Financial Advisors, New York Life entities, and Eagle Strategies. In addition to his advisory work, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Eric Hoebbel is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services LLC since 2023, and previously spent six years with Securian Financial Services Inc and Minnesota Life Insurance Co, as well as three years at Ameriprise Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, ERISA retirement services, and offers a multi-manager platform with access to various investment strategies and custodial relationships.

Kelly Magnuson is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Ryan Bartel is a financial advisor with Thrivent Investment Management in Minneapolis, MN. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Thrivent, he worked in education and retail sectors, including roles at Manvel Public School and Scheels. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services through its WealthPlan option.

Vincent Lloyd is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation and Series 66 license. His work history includes roles at Intuit and Avantax, alongside operating his own CPA practice providing accounting and tax advisory services. He also provides seasonal tax advice remotely for Intuit’s TurboTax customers. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and financial planning services.

Phillip Curoe is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 30 years of industry experience. He has worked at Cetera and its affiliates since 2020 and previously spent nine years with U.S. Bancorp Investments. Curoe also operates Tailormade Wealth Management, a financial services DBA, and is an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Payton Miller is a financial advisor at Equitable Advisors with six years of industry experience. He holds the Series 66 designation and has a varied work history including roles in collegiate athletics and sports media. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through its network of representatives, utilizing both proprietary and third-party asset management programs.

Brandon Morrell is a financial advisor at Ameriprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise and its affiliates since 2011, with brief tenures at U.S. Bancorp Investments and Cadaret Grant & Co. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement, focusing on personalized recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and serves clients with significant investable assets through a broad range of advisory, brokerage, and insurance solutions.

William Vargas III is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Wells Fargo Bank NA for much of his career, with brief tenures at BMO Bank NA and LPL Financial. Outside of his advisory role, he works as a customer service associate at Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, providing a broader range of financial products than many large institutional advisers.

Aaron Adams is a financial advisor at Osaic Wealth Inc. with 15 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 12 years. Outside of his advisory role, Adams works as a Door Dash delivery driver on weekends. Osaic Wealth Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios.

William Gudorf is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he held positions at Thomson Reuters and Talent Net Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Peter Johnson II is a financial advisor with Wells Fargo Clearing in White Bear Lake, MN, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Wells Fargo Clearing since 2018, having also worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryant Waller is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015, in addition to his tenure at Morgan Stanley Smith Barney LLC beginning in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery conversations and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

Emily Barber is a financial advisor at Thrivent Investment Management in Minneapolis, MN. She holds the Series 66 designation and has experience working with Thrivent and its affiliated entities since 2025. Prior to joining Thrivent, Barber held various roles including five years at The Freelance CFO and earlier positions in hospitality and photography. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option combining planning with managed-account services while maintaining these functions separately.

Crystal Soderlind is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Thrivent since 2014. Outside of her advisory role, she judges high school speech competitions in Chaska, MN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, and estate planning, while maintaining these services separately from portfolio management.

Todd Yeiter is a CFP® professional with over 31 years of industry experience, currently serving at Thrivent Investment Management in Minneapolis, MN. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based financial planning without portfolio management for institutional clients.